Garrison Point Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Garrison Point Advisors’s Portfolio INFL Stock Details INFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$468K	Sell	9,379 -80	-0.8%	-$4.16K	0.19%	114
2026 Q1	$492K	Hold	9,459	–	–	0.22%	107
2025 Q4	$421K	Sell	9,459 -190	-2%	-$8.39K	0.19%	116
2025 Q3	$431K	Sell	9,649 -280	-3%	-$11.9K	0.18%	114
2025 Q2	$419K	Sell	9,929 -280	-3%	-$11.5K	0.19%	111
2025 Q1	$415K	Hold	10,209	–	–	0.2%	112
2024 Q4	$389K	Hold	10,209	–	–	0.18%	110
2024 Q3	$384K	Sell	10,209 -50	-0.5%	-$1.8K	0.24%	101
2024 Q2	$335K	Hold	10,259	–	–	0.22%	108
2024 Q1	$334K	Sell	10,259 -28	-0.3%	-$864	0.21%	113
2023 Q4	$324K	Hold	10,287	–	–	0.23%	111
2023 Q3	$313K	Sell	10,287 -480	-4%	-$15K	0.24%	111
2023 Q2	$329K	Sell	10,767 -275	-2%	-$8.41K	0.24%	113
2023 Q1	$341K	Hold	11,042	–	–	0.26%	108
2022 Q4	$348K	Hold	11,042	–	–	0.28%	103
2022 Q3	$307K	Buy	11,042 +60	+0.5%	+$1.79K	0.27%	110
2022 Q2	$313K	Buy	10,982 +305	+3%	+$9.65K	0.26%	110
2022 Q1	$356K	Buy	10,677 +2,590	+32%	+$81.6K	0.25%	114
2021 Q4	$252K	Buy	+8,087	New	+$249K	0.17%	135

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Garrison Point Advisors's INFL Position: Q2 2026 in Review

Garrison Point Advisors reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.85% in Q2 2026, selling an estimated $4.16K and leaving 9,379 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #114.

Garrison Point Advisors first reported a position in INFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $492K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Garrison Point Advisors held 9,379 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $468K as of Q2 2026.
Garrison Point Advisors sold 80 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $4.16K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.19% of Garrison Point Advisors's portfolio in Q2 2026, its #114 holding.
Garrison Point Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 19 quarters since.
Garrison Point Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $492K in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.